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Chris Blach, QuickBooks ProAdvisor |
How do you let customers know they owe you money? Probably by sending invoices. And if your customers are conscientious and pay on time, that might be all you need.
But it might be helpful to do at least part of your billing by dispatching statements. These forms do have their drawbacks. For example, you can’t include sales tax or discounts on them; you can’t group related charges and subtotal them; and your customization options are weaker than in invoices. (more…) |
Posts Tagged ‘Quickbooks’
QuickBooks Helps You Make a Statement
Thursday, April 14th, 2011QuickBooks: Turn Over a New Cliche – Adopt Best Practices
Tuesday, February 8th, 2011|
Chris Blach, QuickBooks ProAdvisor |
Turn over a new leaf. Make a New Year’s Resolution. Make a fresh start. Get your ducks in a row. All familiar cliches, but their message is valid: At this time of year, you probably feel like renewing your commitment to running a more successful, productive business.
There are numerous ways to do this, but you might consider adopting the concept of best practices (if you haven’t already). Most industries have them, primarily larger businesses. Best practices are a set of operational guidelines that are expected to produce a favorable outcome. Run your business using these techniques or methods, and you’re likely to be more successful. (more…) |
QuickBooks 2011 – Pump Up Your Productivity
Friday, January 14th, 2011|
Chris Blach, QuickBooks ProAdvisor |
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QuickBooks 2011 is no exception. The new version improves and accelerates interaction with your customers, and provides easier, more targeted access to QuickBooks data. If you take advantage of these new tools, your daily accounting tasks will become more productive and palatable. (Note: The new tools are not available in Simple Start.) (more…) |
Time to Adjust Your Pricing? How QuickBooks Can Help
Tuesday, November 16th, 2010|
Chris Blach, QuickBooks ProAdvisor |
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Take Charge This Fall: Use QuickBooks’s Budgeting Tools
Tuesday, September 14th, 2010|
Chris Blach, QuickBooks ProAdvisor |
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If you took a break from budgeting this summer and are now ready to get back on track, QuickBooks can help. The software’s budgeting tools are easy to use and very powerful when improving your financial profile. Using a budget, you can determine how your real income and expenses compare to what you anticipated. It can also be a jumping-off point for discussions about long-term planning. (more…) |
Banish Security Fears: Use QuickBooks Protection Tools
Friday, August 13th, 2010|
Chris Blach, QuickBooks ProAdvisor |
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Hourly Employees? QuickBooks Can Track Their Time
Wednesday, July 14th, 2010|
Chris Blach, QuickBooks ProAdvisor |
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Generating Professional Reports with QuickBooks
Tuesday, June 15th, 2010|
Chris Blach, QuickBooks ProAdvisor |
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 Let’s take a look. Reporting changed a lot between QuickBooks 2009 and 2010 in terms of interface, navigation, and access to reports. We’ll look at version 2010 since the core reporting mechanisms are similar, and wrap up with a brief summary of the new features in 2010.  (more…) |
The Post-Tax Blues: How to Accelerate Receivables with QuickBooks
Tuesday, May 18th, 2010|
Chris Blach, QuickBooks ProAdvisor |
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QuickBooks Tip: Save Time and Reduce Mistakes by Synchronizing Your Data
Tuesday, February 23rd, 2010|  __________________________________________________________________ Chris Blach, QuickBooks ProAdvisor  |
The New Year’s here, the Christmas bills are rolling in, and income taxes loom. Maybe you can’t save money just now, but how about an easy way to save time and keystrokes? If you use Microsoft Outlook 2002, 2003, or 2007 for contact management and QuickBooks Pro, Premier, or Enterprise 2005 and up for financial management, you can synchronize data to avoid entering the same contact information twice. It’s easy, but you need to take care to follow instructions precisely anytime you’re integrating multiple databases: you can’t unring that bell. (more…) |




